Client portal

AdvisorEngine and Franklin Templeton Unveil Wealth Management’s Next Evolution of Goals-based Planning

Retrieved on: 
Tuesday, April 2, 2024
Consulting, Accounting, Professional Services, Finance, Client portal, Social Security, Digital transformation, ETF, Tax, AI, Ecosystem, Financial adviser

AdvisorEngine’s goals-based planning tool, developed in collaboration with Franklin Templeton, is seamlessly embedded into its platform and workflows – outputs from a client’s plan, for instance, automatically kicks off implementation by the advisor, providing wealth management firms unmatched scalability thanks to AdvisorEngine’s industry-leading custodian integrations.

Key Points: 
  • AdvisorEngine’s goals-based planning tool, developed in collaboration with Franklin Templeton, is seamlessly embedded into its platform and workflows – outputs from a client’s plan, for instance, automatically kicks off implementation by the advisor, providing wealth management firms unmatched scalability thanks to AdvisorEngine’s industry-leading custodian integrations.
  • Advisors can select to have prospects and clients initiate the process through a fully connected, highly configurable white-label client portal.
  • “Advisors now have the power to drive a highly customized, engaging goals-based planning experience with their clients,” said AdvisorEngine CEO Rich Cancro.
  • If desired, clients can also leverage insights provided by Franklin Templeton’s Investment Solutions team, including globally diversified, open-architecture ETF models.

Mobile Health Launches Cutting-Edge Portals for Streamlined Occupational Health Management

Retrieved on: 
Wednesday, March 20, 2024
HRIS, HR, MHealth, ATS, Communication, Mobile, HIPAA, Patient portal, Client portal, Nursing

NEW YORK, March 20, 2024 /PRNewswire/ -- Mobile Health, an industry leader in occupational health services, proudly introduces two groundbreaking solutions designed to revolutionize the occupational health experience for both employers and individuals: Client Portal and Patient Portal.

Key Points: 
  • NEW YORK, March 20, 2024 /PRNewswire/ -- Mobile Health, an industry leader in occupational health services, proudly introduces two groundbreaking solutions designed to revolutionize the occupational health experience for both employers and individuals: Client Portal and Patient Portal.
  • "As a leader in occupational health, Mobile Health continues to push boundaries.
  • Mobile Health continues its commitment to provide innovative solutions that enhance the occupational health experience.
  • From appointment scheduling to real-time results and HIPAA-compliant data protection, Client Portal provides a robust and user-friendly occupational health technology platform.

eMoney Launches New Modern Aesthetic and Dedicated Advisor Space on Client Portal

Retrieved on: 
Tuesday, March 5, 2024
Client portal, Digital, Conference

RADNOR, Pa., March 5, 2024 /PRNewswire/ -- eMoney Advisor , a leading provider of technology solutions and services that help people talk about money, is thrilled to unveil a revamped Client Portal, with a modern aesthetic and a dedicated space for advisors, aptly named the 'My Advisor' page.

Key Points: 
  • RADNOR, Pa., March 5, 2024 /PRNewswire/ -- eMoney Advisor , a leading provider of technology solutions and services that help people talk about money, is thrilled to unveil a revamped Client Portal, with a modern aesthetic and a dedicated space for advisors, aptly named the 'My Advisor' page.
  • The newly refreshed eMoney Client Portal offers a significant visual enhancement–prioritizing simplicity, functionality, and effective data presentation.
  • "Advancing the Client Portal is a key area of our product roadmap, and we're excited for what impact it will have on elevating planning relationships," said Tom Sullivan, head of product at eMoney Advisor.
  • "Our goal is to involve more people in the planning process, use eMoney in new ways, and encourage more people to talk about money."

Moxo named a Leader in Client Portals and Client Onboarding in G2's Winter 2024 Reports

Retrieved on: 
Friday, February 2, 2024
Cloud, Client portal, Customer communications management, Software, Overalls, Acquisition, Retail

CUPERTINO, Calif., Feb. 1, 2024 /PRNewswire/ -- Moxo, a pioneer in business interaction workflow software, announced today that it has been recognized as a Leader and High Performer in several categories on G2's Winter 2024 Grid® Reports, including Client Portal, Client Onboarding, Customer Communications Management, and Cloud Content Collaboration.

Key Points: 
  • CUPERTINO, Calif., Feb. 1, 2024 /PRNewswire/ -- Moxo, a pioneer in business interaction workflow software, announced today that it has been recognized as a Leader and High Performer in several categories on G2's Winter 2024 Grid® Reports, including Client Portal, Client Onboarding, Customer Communications Management, and Cloud Content Collaboration.
  • For this season's reports, the consumer feedback awarded Moxo in categories critical to customer acquisition and retention.
  • The G2 Leader accolades for Client Portal and Client Onboarding recognizes Moxo's dedication to streamlining interaction workflows for businesses across industries.
  • For more information about Moxo and its G2 recognitions or to request a demo of its award-winning solution, please visit www.moxo.com .

Envestnet Highlights New User Experience to Accelerate Advisor Growth and Productivity at FSI OneVoice 2024

Retrieved on: 
Monday, January 29, 2024
Vantage, FSI, Client portal, Investment, API, Insurance, Innovation, AI, RIAS, Data, SWOT, Performance, Research, QRG, Security (finance), Element, Growth, Financial adviser

BERWYN, Pa., Jan. 29, 2024 /PRNewswire/ -- Envestnet, an industry-leading provider of advanced technology, solutions, and insights for the wealth management industry, is showcasing its new advisor experience and premier Wealth Management Platform to independent financial services firms at the FSI OneVoice conference in Orlando, FL, January 29 – 31, 2024.

Key Points: 
  • Envestnet's focus is dialed in on one thing: improving their day-to-day experience, through technology that enables growth, higher productivity, and the opportunity for deepened client engagement.
  • "The firms we work with want the most advanced and seamless technology experience for their advisors," said Andrew Stavaridis, Chief Relationship Officer for Envestnet.
  • Elements of this experience will be unveiled at FSI OneVoice, and include:
    Next Generation Advisor Experience on a live, in-market system, with trading tool advancements including better dollar cost averaging capabilities.
  • To experience Envestnet's advisor experience at FSI OneVoice, visit Booth #27.

eMoney Unveils Upcoming Enhancements to Strengthen the Advisor-Client Relationship

Retrieved on: 
Tuesday, January 23, 2024
Research, LAS, Client portal, The Progress Report, Booth, Progress Report, Communication, Conference, Motivation, Financial adviser

T3 attendees can demo some of the forthcoming enhancements--including a highly anticipated redesign of eMoney's renowned client portal--and provide feedback at the eMoney booth (#512) throughout the conference. More details will formally be announced by eMoney product leaders during a breakout session at 3:15 p.m. PT on Wednesday, Jan. 24, in a presentation titled "The Power of Planning: How to leverage planning and technology to grow relationships and your business."

Key Points: 
  • The enhancements, which will be rolled out throughout 2024, will help strengthen the advisor-client relationship and empower more collaborative planning experiences.
  • T3 attendees can demo some of the forthcoming enhancements--including a highly anticipated redesign of eMoney's renowned client portal--and provide feedback at the eMoney booth (#512) throughout the conference.
  • "At eMoney, we believe the client-advisor relationship is a dynamic, multifaceted relationship that requires multiple touchpoints and insights," said Chad Porche, senior vice president of product management at eMoney Advisor.
  • Research conducted last year by eMoney supports the notion that client portals enhance the advisor-client relationship.

Prospera Financial Services Launches Enhanced Tech Stack With CAIS, SS&C Black Diamond and Envestnet Retirement Solutions

Retrieved on: 
Tuesday, December 19, 2023
Diamond, Partnership, Mercer, Acquisition, Client portal, Oportunidades, SS&C, Growth, Financial adviser

DALLAS, Dec. 19, 2023 /PRNewswire/ -- Prospera Financial Services, Inc. ("Prospera"), a boutique wealth management firm supporting a nationwide network of independent advisors, today announced the newest additions to their technology offerings for its financial advisors. These integrations are the latest in a series of partnerships with tech firms that offer best-in-class software that better enables advisors to serve clients in the ever-changing technological and financial environments.

Key Points: 
  • These integrations are the latest in a series of partnerships with tech firms that offer best-in-class software that better enables advisors to serve clients in the ever-changing technological and financial environments.
  • Prospera also recently selected SS&C's Black Diamond® Wealth Platform, which will be available to all advisors in April 2024.
  • The Black Diamond platform unites portfolio management and comprehensive reporting with the client experience integrating seamlessly with leading fintech solutions.
  • "We are proud of the tech stack we are creating and will continue to develop partnerships that give our advisors access to best-in-class platforms and solutions."

Kudelski Security Expands Next-Generation Managed Detection & Response (MDR) Service, MDR ONE Resolute

Retrieved on: 
Tuesday, December 26, 2023
Intelligence, Cheseaux, MDR, ROI, Express, Anomaly, Hand, XDR, Benchmarking, Senior, Behavior, Kudelski Group, AI, Resolute, Risk, Digital forensics, SIEM, Partnership, Investment, Organization, SOAR, Client portal, Risk management

Managed Detection & Response (MDR) Service, MDR ONE Resolute

Key Points: 
  • Managed Detection & Response (MDR) Service, MDR ONE Resolute
    Cheseaux-sur-Lausanne, Switzerland, and Phoenix (AZ), USA – December 4, 2023 – Kudelski Security , the cybersecurity division within the Kudelski Group (SIX:KUD.S), today announced the launch of its expanded next-generation Managed Detection and Response (MDR) service, MDR ONE Resolute .
  • “Today, managed security providers are working around the clock to keep ahead of increasingly sophisticated attacks, accelerated by AI and an increasingly complex threat management challenge,” said Jacques Boschung, Head of  Kudelski Security.
  • As a turnkey solution, MDR ONE Resolute integrates with the client’s existing technology and eliminates the need for costly SIEM investments.
  • “This next-gen MDR service extends our detection and response capabilities in a lean way,” said Christophe Nicolas, Senior Vice President and Group CIO, Kudelski Group.

KLDiscovery Achieves Significant Milestone with Full Integration of All Back-Office and Operational Systems

Retrieved on: 
Tuesday, December 12, 2023
Technology, Mobile, Wireless, Other Professional Services, Legal, Business, Consulting, Professional Services, Other Technology, IOT (Internet of Things), Software, Networks, Internet, Data Management, Security, OnTrack, Data management, Organization, Warner Bros. Discovery EMEA, ISO/IEC, Performance, Investment, KPI-driven code analysis, Relativity, Data collection, Workflow, Automation, Client portal, Growth, Government, Discovery, Sales

Following a period of extensive mergers and acquisitions spanning from 2013 to 2020, KLDiscovery embarked on a strategic initiative to streamline and optimize all facets of its business systems.

Key Points: 
  • Following a period of extensive mergers and acquisitions spanning from 2013 to 2020, KLDiscovery embarked on a strategic initiative to streamline and optimize all facets of its business systems.
  • “Our overriding objectives are to make KLDiscovery the easiest company to work with in the global Discovery industry and be the gold standard for client service,” said Chris Weiler, CEO of KLDiscovery.
  • “In an industry rife with consolidation, many organizations prioritize growth over the crucial investments needed for seamless integration.
  • In an industry where many eDiscovery providers often fall short on integration efforts, KLDiscovery stands out as a beacon of operational excellence.

PrideStaff Co-CEO Tammi Heaton Named to Staffing Industry Analysts' "Global Power 150" List of Leading Women in Staffing

Retrieved on: 
Thursday, November 16, 2023
America Award, Empowerment, Woman, SIA, The, Great power, Pulse, Social media, Client portal, Growth, Female, Workplace, Management, Nursing

FRESNO, Calif., Nov. 16, 2023 /PRNewswire-PRWeb/ -- PrideStaff, a nationally franchised staffing organization, is pleased to announce that Co-CEO Tammi Heaton was named to Staffing Industry Analysts' (SIA) "Global Power 150 – Women in Staffing" list for the ninth year in a row.

Key Points: 
  • PrideStaff, a nationally franchised staffing organization, is pleased to announce that Co-CEO Tammi Heaton was named to Staffing Industry Analysts' (SIA) "Global Power 150 – Women in Staffing" list for the ninth year in a row.
  • FRESNO, Calif., Nov. 16, 2023 /PRNewswire-PRWeb/ -- PrideStaff, a nationally franchised staffing organization , is pleased to announce that Co-CEO Tammi Heaton was named to Staffing Industry Analysts' (SIA) "Global Power 150 – Women in Staffing" list for the ninth year in a row.
  • SIA's Global Power 150 list of the most influential women in staffing celebrates leaders and influencers who have transformed their business units during growing economic challenges.
  • "It's a tremendous honor to be recognized on the 'Global Power 150' list for the ninth consecutive year," said Heaton.